OpenERISA

Schwaab, INC.

Brookfield, WI, 53005

EIN 39-0602450
Plans
4
Total participants
1,187
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
326200

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500002Schwaab, INC. 401(K) Retirement Plan111
2024Form 5500504Schwaab, INC. Health And Welfare Benefits Plan115
2023Form 5500002Schwaab, INC. 401(K) Retirement Plan120
2023Form 5500504Schwaab, INC. Health And Welfare Benefits Plan111
2022Form 5500002Schwaab, INC. 401(K) Retirement Plan123
2022Form 5500503Schwaab, INC Ltd, Std & Life & Ad&D Insurance Plan0
2022Form 5500504Schwaab, INC. Health And Welfare Benefits Plan116
2021Form 5500002Schwaab, INC. 401(K) Retirement Plan119
2021Form 5500-SF003Schwaab, INC. 401(K) Retirement Plan For Sales Employees0
2021Form 5500504Schwaab, INC. Health And Welfare Benefits Plan127
2020Form 5500002Schwaab, INC. 401(K) Retirement Plan For Office And Shop Employees111
2020Form 5500-SF003Schwaab, INC. 401(K) Retirement Plan For Sales Employees13
2020Form 5500504Schwaab, INC. Health And Welfare Benefits Plan121

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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